Factory

🗂️<a href="https://help.factory.app/en/articles/8304261-sales-orders-main-page">Sales Orders: Main Page</a>

The central hub for managing all sales-related records

📋<a href="https://help.factory.app/en/articles/11155411-sales-orders-main-page-editable-fields">Sales Orders: Main Page - Editable Fields</a>

📋<a href="https://help.factory.app/en/articles/11470892-sales-orders-custom-columns">Sales Order: Custom Columns</a>

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📋<a href="https://help.factory.app/en/articles/12080668-sales-orders-quote-details">Quote Details</a>

📋<a href="https://help.factory.app/en/articles/12080447-sales-orders-creating-a-quote">Creating a Quote</a>

📋<a href="https://help.factory.app/en/articles/12080882-sales-orders-editing-a-quote">Editing a Quote</a>

📋<a href="https://help.factory.app/en/articles/12080958-sales-orders-quote-statuses-and-options">Quote Statuses and Action Buttons</a>

📋<a href="https://help.factory.app/en/articles/12081788-sales-orders-previewing-printing-and-emailing-a-quote-or-proforma-invoice">Previewing, Printing and Emailing a Quote and Proforma Invoice</a>

📋<a href="https://help.factory.app/en/articles/12088307-sales-orders-converting-a-quote-to-an-order">Converting a Quote to an Order</a>

📋<a href="https://help.factory.app/en/articles/12088552-sales-orders-splitting-a-quote">Splitting a Quote</a>

📋<a href="https://help.factory.app/en/articles/12088696-sales-orders-changing-the-customer-on-a-quote">Changing the Customer on a Quote</a>

📋<a href="https://help.factory.app/en/articles/12088834-sales-orders-duplicating-a-quote">Duplicating a Quote</a>

📋<a href="https://help.factory.app/en/articles/12093442-sales-orders-archiving-cancelling-a-quote">Archiving or Cancelling Quote</a>

Comprehensive tools for managing Sales Order

📋<a href="https://help.factory.app/en/articles/8303490-sales-orders-order-details">Order Details</a>

📋<a href="https://help.factory.app/en/articles/12094448-sales-orders-statuses-and-action-buttons">Statuses and Action Buttons</a>

📋<a href="https://help.factory.app/en/articles/12111864-sales-orders-invoicing">Invoicing</a>

📋<a href="https://help.factory.app/en/articles/8905282-sales-orders-partial-invoicing">Partial Invoicing</a>

📋<a href="https://help.factory.app/en/articles/12113736-sales-orders-emailing-order-confirmation">Emailing Order Confirmation</a>

📋<a href="https://help.factory.app/en/articles/12113841-sales-orders-generating-delivery-docket-and-work-order">Generating Delivery Docket and Work Order</a>

📋<a href="https://help.factory.app/en/articles/12114090-sales-orders-purchase-products">Purchase Products</a>

📋<a href="https://help.factory.app/en/articles/12114681-sales-orders-splitting-an-order">Splitting an Order</a>

📋<a href="https://help.factory.app/en/articles/12124260-sales-orders-changing-the-customer-for-an-order">Changing the Customer for an Order</a>

📋<a href="https://help.factory.app/en/articles/12124272-sales-orders-duplicating-an-order">Duplicating an Order</a>

📋<a href="https://help.factory.app/en/articles/12306989-sales-orders-converting-an-order-back-to-a-quote">Converting an Order back to a Quote</a>

📋<a href="https://help.factory.app/en/articles/12094997-sales-orders-archiving">Archiving</a>

🗂️<a href="https://help.factory.app/en/articles/11903001-collaborate">Sales Orders: Collaborate</a>

🗂️<a href="https://help.factory.app/en/articles/8303379-sales-orders-checklists">Sales Orders: Checklists</a>

Prioritise tasks and track progress efficiently

🗂️<a href="https://help.factory.app/en/articles/8444882-sales-order-tracking">Sales Orders: Tracking</a>

Track Labour on Submitted Sales Orders with greater granularity

🗂️<a href="https://help.factory.app/en/articles/12104025-sales-orders-profitability">Sales Orders: Profitability</a>

Detailed view of all financial elements within a Job/Order

🗂️<a href="https://help.factory.app/en/articles/12350611-sales-orders-faqs">Sales Orders: FAQs</a>

Common questions about managing Sales Orders in Factory

The following guides outline each part of the Sales Orders to support efficient and accurate operations

Sales Orders

Find answers and get help from Intercom Support and Community Experts

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Sales Orders

🗂️Sales Orders: Main Page

📋Sales Orders: Main Page - Editable Fields

📋Sales Order: Custom Columns

🗂️Sales Orders: Quote

📋Quote Details

📋Creating a Quote

📋Editing a Quote

📋Quote Statuses and Action Buttons

📋Previewing, Printing and Emailing a Quote and Proforma Invoice

📋Converting a Quote to an Order

📋Splitting a Quote

📋Changing the Customer on a Quote

📋Duplicating a Quote

📋Archiving or Cancelling Quote

🗂️Sales Orders: Sales Order

📋Order Details

📋Creating a Sales Order

📋Editing a Sales Order

📋Statuses and Action Buttons

📋Invoicing

📋Partial Invoicing

📋Emailing Order Confirmation

📋Generating Delivery Docket and Work Order

📋Purchase Products

📋Splitting an Order

📋Changing the Customer for an Order

📋Duplicating an Order

📋Converting an Order back to a Quote

📋Archiving

🗂️Sales Orders: Collaborate

🗂️Sales Orders: Checklists

🗂️Sales Orders: Tracking

🗂️Sales Orders: Linked Orders

🗂️Sales Orders: Timeline

🗂️Sales Orders: Profitability

🗂️Sales Orders: FAQs